Punit Talreja
Associate Vice President at Anand Rathi Wealth Limited
Based in Nasik, India
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Seniority
Vp
Department
Finance & Accounting
Location
Nasik
Industry
Financial Services
Company size
1.5K
Contact information
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p•••••••@anandrathiwealth.in
Phone
5 credits+91 ••• •••• ••••
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Background
About Punit Talreja
I’m a Private Wealth Manager at Anand Rathi Wealth Ltd, with over 10 years of experience in the financial sector. I hold multiple NISM certifications that validate my expertise in equity derivatives, mutual funds, and portfolio management services. In my current role, I Work With a team of professionals to deliver customized and comprehensive financial solutions to HNI and UHNI clientele. I build strong and lasting client relationships by providing expert investment advice for Wealth Creation - Beyond HNI Inflation Wealth Protection - Creating Liability free asset to safeguard against External Risks (Ring Fencing the Wealth) Wealth Transmission - Designing Precise Estate Plan to ensure seamless Transfer of Wealth with near Zero Transmission Loss of wealth from one generation to another. My goal is to help my clients achieve their financial objectives and grow their wealth.
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